To Each His Own

05/31/2013

Murray Stahl of Horizon Kinetics LLC describes why he often puts more emphasis on the jockey than the horse in targeting investments, why the opportunity in spinoffs hasn’t at all abated, why the distortions caused by indexation benefit value investors, and why he sees big upside in DreamWorks, Ascent Capital, Oaktree Capital, Dundee Corp. and Onex.

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